Redefining C-Suite: Donna Levy’s Journey to Advisory and Investment Leadership
Financial Advisor, Donna Levy, is a powerhouse. With over 3+ decades serving clients, specializing in creating comprehensive financial and investment strategies that integrate investment, insurance, retirement, tax management, and estate planning, Donna is known for her extensive investment knowledge and works with some of the most sophisticated investors. She previously served as Chief Investment Officer at Sontag Advisory, and today is a key member of Wealthspire’s Investment Committee, providing leadership and input to our Investment Team.
Donna is equally passionate about working with women who are experiencing significant life changes, such as the death of a spouse. Stemming from personal experiences, Donna is a champion for empowering women who need more guidance establishing their financial confidence. This is her story.
IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
Financial Advisor Donna Levy is a powerhouse. With over 3+ decades serving clients, specializing in creating comprehensive financial and investment strategies that integrate investment, insurance, retirement, tax management, and estate planning, Donna is known for her extensive investment knowledge and works with some of the most sophisticated investors. She previously served as Chief Investment Officer at Sontag Advisory, and today is a key member of Wealthspire’s Investment Committee, providing leadership and input to our Investment Team.
Donna is equally passionate about working with women who are experiencing significant life changes, such as the death of a spouse. Stemming from personal experiences, Donna is a champion for empowering women who need more guidance establishing their financial confidence. This is her story.
IMPORTANT DISCLOSURE INFORMATION
Wealthspire did not receive direct or indirect compensation from the authors related to the production of this podcast episode.
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
CERTIFIED DIVORCE FINANCIAL ANALYST® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts (IDFA). CDFA® professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFA® certification mark.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
